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】基金经理解读国产半导体板块投资机会　　来源：中国基金报　　中国基金报记者方丽孙晓辉　　近期，半导体板块的强势上涨持续“刷屏”！　　这轮行情的核心引爆点，正是国产大模型DeepSeek-V4的发布。它不仅在性能上降本增效，还实现了与国产AI芯片的“原生适配”，打破了“有硬件、无生态”的僵局。　　此次行情是短期的情绪催化，还是国产AI算力投资逻辑的根本性重构？国产算力当前估值水平是否偏高？投资者该如

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